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Investment Insights Q1 2023: A balancing act
Last Updated: July 22, 2025
Our latest Investment Insights looks to demystify some misconceptions about growth and value investing, with important implications given the risks of recession this year. We also highlight the signs we will be looking for to know when it's time to turn more positive.
Investment Insights webinar - Q1 2024
Last Updated: July 22, 2025
Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur share their views on the key questions facing investors and the market impact of the Magnificent Seven US tech giants.
How might the Autumn Budget affect you?
Last Updated: September 15, 2025
In one of the most anticipated Budgets in recent history, Chancellor Rachel Reeves raised £40 billion of taxes, which will fall predominantly on businesses and the wealthy. With a Labour manifesto that promised to protect “working people” and boost economic stability and growth, there was much speculation over how the £22 billion black hole in the nation’s finances would be filled.
The coronavirus pandemic
Last Updated: July 22, 2025
Markets have reacted to the collapse in demand that will be wrought across many sectors by attempts to contain the coronavirus outbreak, as conferences, business travel and holidays are cancelled and consumers are encouraged to stay indoors. The longer the crisis lasts, the greater the risk that companies will face severe cash flow problems. When the economic tide is turning, as it is now, any shortcomings of business models are left exposed. As Warren Buffett famously said: “It’s only when the tide goes out that you learn who’s been swimming naked.”
Economic and investment outlook
Last Updated: July 24, 2025
Can we start to anticipate a period of strengthening economic and market recovery following cuts to interest rates by central banks? Our experts share their insights.
Planet Papers 5: The economic ecosystem
Last Updated: July 22, 2025
Back to Planet Papers hub If you focus narrowly on the returns delivered to shareholders since the onslaught of COVID-19, you would have to say capitalism has navigated this extreme challenge successfully. But not in a sustainable way if the other stakeholders — employees, customers and the wider world — aren’t sharing in the benefits or, worse, if they’re paying a cost for delivering those returns.
Online retailers benefit from a presence on the high street
Last Updated: July 22, 2025
We’re spending more time than ever before shopping through our smartphones and laptops rather than braving multi-storey car parks and crowded high streets.
Review of the week: Same World, Different Views
Last Updated: July 22, 2025
The US House of Representatives is struggling to agree on a new Speaker as the US ticks toward a shutdown of government. Strangely, stocks seem more perturbed by strong economic growth.
Weekly Digest: The Heat is On
Last Updated: July 21, 2025
Markets are braced for some big events on the tariffs, tax and spending fronts that have the capacity to shape economic outcomes well into the future.
Weekly Digest: Weapons Of Mass Distraction
Last Updated: July 19, 2025
The world is a very noisy place at the moment, and it’s increasingly designed to be that way. It doesn’t seem to matter where you go or what you do, someone or something is always trying to attract your attention. The proliferation of media outlets only increases the competition, potentially distracting us in the short term from longer-term goals.
Monthly digest: A catalyst-rich environment
Last Updated: July 19, 2025
May wasn't short of market-moving news - much of it about tariffs. In response, investor sentiment on the US economy soured - and then sweetened (somewhat) again.
Weekly Digest: The first innings
Last Updated: July 24, 2025
Markets have reacted positively to news of US trade deals with the UK and China. But these are still bad deals compared to the previous status quo, so what could propel equity markets higher from here?